KF
K2 Financial Portfolio holdings
AUM
$113M
This Quarter Return
-2.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.18%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.38M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$7.97M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$5.95M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.08M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.06% |
| 2 | Industrials | 0.45% |
| 3 | Energy | 0.42% |
